A.U.M. - Ask Us Marketing™

A standout brand takes intention, time, and vision. Join  Kalli Fedusenko  of Savvy Advisor Marketing and  Larry Sprung  of  Mitlin Financial  for part one of a two-part series on how the Mitlin brand came to life—and why it works. From early brand decisions to long-term results, Larry shares the steps they took to build something memorable and meaningful. ➡️ Where Mitlin’s brand started—and how i...

A strong brand doesn’t just attract—it aligns, evolves, and drives business forward. Join  Kalli Fedusenko, Advisor Marketing  and  Christopher Norton  from  Potomac  for a candid conversation on how rethinking their brand helped reshape the trajectory of their company. If you’ve ever wondered if working on your brand is worth the effort, this episode gives you a real-world look at the strategy, c...

The AI landscape is evolving fast—and so are the tools promising to revolutionize your workflow. But which ones actually work for advisors? Join  Kalli Fedusenko  and  David Ortiz  from  Advisor AI Partners  for a practical session on “AI Tools You Need.” This episode will help you separate must-haves from marketing fluff and build a tech stack that supports your firm’s growth and efficiency. ➡️ T...

The AI revolution isn’t coming—it’s already here. Join  Kalli Fedusenko  and  Len Ward  for a high-impact session on “How AI Will Destroy All Marketing Strategies in 18 Months or Less.” Len has spent over two decades riding the waves of digital disruption, and he’s not pulling any punches. In this episode, he’ll share how AI is dismantling traditional marketing approaches, what’s next, and how fin...

Get ready for some on-the-spot marketing magic! What makes a website work for financial advisors? Find out in this live, rapid-fire audit session with  Kalli Fedusenko  as she hosts and leads “Live! Website Reviews.” From homepage hooks to call-to-action flops, Kalli will break down exactly what’s helping advisors attract clients—and what’s driving them away. If you’ve ever wondered what a marketi...

Webinars can do more than educate—they can generate leads from your exact niche. Join  Kalli Fedusenko  and  Elizabeth Reider  from  Indigo Marketing Agency  for a tactical session on “Attract Ideal Clients Through Webinars.” Whether you’ve hosted webinars before or are just getting started, Elizabeth will show you how to make them work harder for your business. ➡️ How to choose topics that speak...

Words sell—when they're the right ones. Join  Kalli Fedusenko  and  Derek Pollard  for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long-term trust. As a writer, editor, and communication strategist, Derek helps advisors clarify their message and write like real humans (not robots or corporate jargon machines). In this episode, yo...

Your voice is more than just sound—it’s your brand’s first impression. Join  Kalli Fedusenko  and  Jodi Krangle  of  VoiceOversAndVocals.com  for a fascinating session on “Sound Like a Pro: Using Voice to Strengthen Your Brand.” Whether you’re recording a welcome video, running a podcast, or just leaving a voicemail, the way you speak matters. Jodi will share how to make your voice a strategic ass...

Your audience has changed—has your marketing kept up? Join  Kalli Fedusenko  and  Jess Flynn  from  Intention.ly  for a forward-looking, data-backed session on “What’s Working in Q1 2025.” From client engagement to lead generation, we will reveal what’s really moving the needle for advisors right now—and how to make the most of it. ➡️ The highest-performing marketing tactics this quarter ➡️ Where...

Lighting can make or break your video content, and no one knows this better than  Michelob Fedusenko . As a professional grip with experience working on Hallmark movies, music videos, and commercials for everyone from  Garth Brooks  to the  Tennessee Titans , Michelob knows exactly how to craft the perfect lighting setup for any project. Join  Kalli Fedusenko  and  Michelob Fedusenko  for an exper...

Networking doesn’t have to be awkward or uncomfortable. Join  Kalli Fedusenko  and  Melissa  from  PowerfulWomenRising.com  for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo." Here’s what you’ll learn: ➡️ How to make networking feel authentic and enjoyable. ➡️ Tips for starting conversations that leave a lasting impression. ➡️ Strategies for building genuine relationsh...

In this episode of A.U.M. - Ask Us Marketing™,  Kalli Fedusenko  is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, updating your site, or troubleshooting email issues, understanding these terms will help you stay in control of your online presence. ➡️ What’s the difference between a domain registrar, DNS provider,...

Some conversations open doors—others fall flat. Join  Kalli Fedusenko  and  Kyle Coon  from  KyleCoon.com  for a powerful session on "Making Conversations That Count." Here’s what you’ll learn: ➡️ How to start conversations that build trust and engagement. ➡️ Ways to move past small talk and create real connections. ➡️ Strategies for turning conversations into business opportunities. ➡️ The bigges...

In the fast-paced world of financial services, a single PR misstep can have lasting consequences. Join Kalli Fedusenko and  John  from  Arichopinion.com  for an essential session on "Public Relations & What to Do in a Crisis Situation." Here’s what you’ll learn: ➡️ How to prepare for potential crises and protect your reputation. ➡️ Steps to take when a PR disaster strikes. ➡️ Tips for crafting...

What's worse than reading "Go directly to jail. Do not pass Go, do not collect $200" during Monopoly? Reading "As a result of our examination, FINRA has elected to refer this matter to FINRA's Department of Enforcement." Cue the pit in the bottom of your stomach. In this  FPA  sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we'll get the lowdown on...

Struggling to stay in touch with prospects while juggling a million other tasks? It’s time to automate smarter, not harder! Join  Kalli Fedusenko  for an exclusive live event featuring  Ely Delaney , creator of the Follow Up Rockstar System, as he shares his expertise on crafting automated follow-up sequences that nurture relationships and grow your business. In this session, you’ll learn: ➡️ What...

In this  FPA -sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving into the secrets of delivering presentations that captivate, engage, and leave a lasting impact. Whether you're speaking to clients, prospects, or peers, being an exceptional presenter can set you apart. Join Kalli and  Deirdre Van Nest  of  Crazy Good Talks  to learn actionable strategies to comma...

Every advisor wants their marketing to stand out—but what if you’re making mistakes that are holding you back? In this  FPA-sponsored   A.U.M. - Ask Us Marketing™  episode, hosted by  Kalli Collective , we’re diving deep into the most common marketing missteps financial advisors make and, more importantly, how to fix them. From unclear messaging to outdated strategies, we’ll walk you through pract...

In this  FPA-sponsored   A.U.M. - Ask Us Marketing™  episode, hosted by advisor marketing firm  Kalli Collective , we explore how financial advisors can define and attract their ideal client.  Lori Thiel , CEO of  WEALTHAWK , shares insights on leveraging AI to identify and engage high-value prospects, making it easier than ever to grow your client base strategically. If you're looking to refine y...

In this  FPA-sponsored  episode of  A.U.M. - Ask Us Marketing™ , hosted by  Kalli Collective , we’re excited to feature  Matt Halloran  from  ProudMouth , discussing the innovative  Atomic Content  method. Matt breaks down how financial advisors can repurpose long-form content, such as podcasts or videos, into smaller, high-impact pieces to engage their audience across multiple platforms. This str...

Do you want to amplify your voice as a financial advisor and become a trusted expert in your niche? In this  FPA-sponsored  episode of  A.U.M. - Ask Us Marketing™ , hosted by  Kalli Collective , we’re joined by  Laura Garfield , co-founder of  Idea Decanter , to explore how you can become a  #Finfluencer . Laura will share actionable video marketing strategies tailored to help financial advisors c...

In this  FPA-sponsored  episode of  A.U.M. - Ask Us Marketing™ ,  Michael Kitces , creator of the  Nerd’s Eye View  blog, joins us to unpack his latest 2024 marketing research. Hosted by advisor marketing firm  Kalli Collective , this episode dives into the marketing tactics that financial advisors are using today, providing exclusive insights on trends like rising client acquisition costs and mar...

In this  FPA-sponsored   A.U.M. - Ask Us Marketing™  episode, hosted by Kalli Collective, you’ll discover how to maximize the impact of your podcast content with  Sarah Hopkinson , founder of  CopyHop . Learn her expert strategies for repurposing podcast episodes into high-value content like articles, email series, and social posts. Whether you're looking to expand your reach or save time, Sarah’s...

Hosting successful events can be a game-changer for financial advisors looking to connect with clients and prospects in a meaningful way. But what does it take to create an event that leaves a lasting impression? In the latest episode of Kalli Collective’s  A.U.M. - Ask Us Marketing™  live stream, sponsored by the  Financial Planning Association (FPA) , we sit down with Angela and Elyse from  Even...

Navigating the complexities of marketing regulations is a critical challenge for financial advisors, especially in light of the SEC’s updated marketing rules introduced in 2022. These new regulations have opened the door for advisors to use testimonials, endorsements, and other client feedback in their marketing strategies—an opportunity that was previously off-limits. But with this new freedom co...